He’s been badmouthing Treasury bonds since 2020, but now ‘the big fat cushion’ of 5.25% yields is turning this strategist bullish

This strategist, who's been critical of Treasury bonds for years, is now seeing potential in them, thanks to the current yield of 5.25%. Historically, low interest rates skewed returns, but now with more realistic returns on bonds and stocks, the strategist is optimistic about U.S. Treasury notes. This shift suggests a potential change in the economic outlook and could influence broader investment strategies.